Free guides and tools to help UK trade businesses stop missing calls, chase quotes and get paid faster
For UK trade businesses where the owner still does the jobs and the paperwork. Guides on returning missed calls, following up quotes, getting job records back from site and invoicing on time, plus free tools you can use in your browser with no sign-up.
Find the free guide for your problem
Fix the admin gaps that cost your trade business jobs, time and money
Pick the one causing you the most grief this month; each free guide explains what to set up, who looks after it and what to check every week.
Calls
How to stop missing calls on the job and book more of the enquiries your trade business already gets
Decide who returns missed calls, how quickly and what gets written down, so a 7am boiler breakdown call is not lost while you finish the job you are on.
Read the missed calls guide
Quotes
How to write a quote for trade work and follow it up so more customers say yes
Keep one list of every open quote with a follow-up date, so a bathroom refit quote does not quietly go cold while you are busy on site.
Read the quote follow-up guide
Jobs
How to record trade jobs on site so the office can invoice without ringing you
Agree what has to come back from every job, such as photos, parts used and any variation the customer signed off, so the office can invoice without ringing the engineer.
Read the job records guide
Getting paid
How UK trade businesses invoice promptly, set payment terms and chase late payment to get paid faster
Get completed work invoiced while the details are fresh, and set a routine for chasing late payers, including letting agents on 30-day terms.
Read the getting paid guide
Choose software and services that save time, cut admin and get you paid sooner
Before you book a demo for job management, invoicing or call answering, our free guide walks you through what to check: the full cost over the contract, how it links to your accounting software and whether you can get your data out again.
Read the guide to choosing softwareFree tools: work out what missed calls cost you and what to ask software suppliers
Each one runs in your browser with no sign-up, and the calculation code does not send or save your answers.
Missed call calculator: see what unanswered enquiries could be worth to your trade business
Put in your missed calls, average job value and booking rate to see what those calls could be worth. An illustration from your own figures, not a forecast.
Missed call calculator
Trade business software checklist: know what you need before you book a demo
Answer five questions about your team and setup to get three software priorities and the questions to ask on a demo. It does not rank products.
Get your software checklist
Not sure which problem to fix first? Count your missed calls
Tally the calls you miss over a normal fortnight, put the figures into the missed call calculator, and you will see whether call handling is worth sorting before you spend anything on software.